Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kimball Electronics, Inc.KE · Entity 2738 | Vice President | August 24, 2021 | August 26, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Kimball Electronics, Inc.
Report date August 24, 2021 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,494 |
Ending reported balance
After 2021-08-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-24 · Grant · Acquired 7,736 · Balance 13,721 F1: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 30, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 grant date set by the Committee. Row 2 · 2021-08-24 · Tax withholding · Disposed 2,227 · Balance 11,494 F2: Shares withheld to satisfy tax obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 30, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 grant date set by the Committee.
F2: Shares withheld to satisfy tax obligations.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2021 Filed Aug 26, 2021 15:54 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 2,227 | $23.36 | $52,011.59 |
DisclosureSEC source: 0001606757-21-000084 · wf-form4_163000766090220.xml · nonDerivative · entry 2 Castillejos Desiree L. · CIK 0001750420 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,494 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 15:54 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 7,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-21-000084 · wf-form4_163000766090220.xml · nonDerivative · entry 1 Castillejos Desiree L. · CIK 0001750420 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,721 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 30, 2021, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2021 grant date set by the Committee. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 13:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 1,670 | $13.57 | $22,661.90 |
DisclosureSEC source: 0001606757-20-000030 · wf-form4_159846140416919.xml · nonDerivative · entry 2 Castillejos Desiree L. · CIK 0001750420 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,985 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 13:03 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 5,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-20-000030 · wf-form4_159846140416919.xml · nonDerivative · entry 1 Castillejos Desiree L. · CIK 0001750420 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,655 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 31, 2020, subject to the Reporting Person's continued employment with the Issuer on the August 24, 2020 grant date set by the Committee. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 15:32 UTC | Kimball Electronics, Inc. KE · Entity 2738 | Tax withholdingCommon Stock | 742 | $14.63 | $10,855.46 |
DisclosureSEC source: 0001606757-19-000022 · wf-form4_156641593663613.xml · nonDerivative · entry 2 Castillejos Desiree L. · CIK 0001750420 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 F2 · kind: Shares withheld to satisfy tax obligations. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 15:32 UTC | Kimball Electronics, Inc. KE · Entity 2738 | GrantCommon Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001606757-19-000022 · wf-form4_156641593663613.xml · nonDerivative · entry 1 Castillejos Desiree L. · CIK 0001750420 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,595 F1 · shares: Reflects performance based shares granted pursuant to the Issuer's 2014 Stock Option and Incentive Plan upon the achievement of certain performance criteria certified by the Compensation and Governance Committee of the Board of Directors of the Issuer on July 30, 2019, subject to the Reporting Person's continued employment with the Issuer on the August 19, 2019 grant date set by the Committee. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.